Kurt Rivard
Kurt Rivard is a CFA-designated registered investment advisor at Robert W. Baird & CO. Incorporated, based in Traverse City, MI, with 41 years of industry experience. Their practice areas include Investment Management. Their firm serves 228,442 clients with $340B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Baird offers several investment management programs, each with its own fee structure. Because the fees vary significantly depending on the program chosen, it is not possible to provide a single, concise fee summary. Clients should consult the full brochure or their financial advisor for details on specific programs.
Location
1001 Bay St, Traverse City, MI, 49684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kurt works as a ski instructor at Crystal Mountain Resort, dedicating a few hours per week. He is also an LLC agent for a rental property, spending minimal time on this activity.
Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Previous Registrations
John G. Kinnard and Company, IncorporatedBroker
Dain Bosworth IncorporatedBroker
John G. Kinnard and Company, IncorporatedBroker
Craig-Hallum, INC.Broker
State Registrations27 states
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